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@judechrist44 "@StanfordMed X. Beyond binary knockouts AI now predicts epigenetic and base-editing outcomes to achieve graded gene expression. Models forecast partial modulation with minimal variance in reporter assays. Such precision is essential for polygenic disorders which $CRSP stands to benefit from"
X Link @judechrist44 2025-11-03T17:46Z XXX followers, XXX engagements

"@EricTopol @TheLancet @grok which publically traded company current makes this amylib mimetic. If none which one has the most promising clinical trials"
X Link @judechrist44 2025-11-07T14:26Z XXX followers, 1868 engagements

"As predicted Trump showed his hand last week when he agreed to a truce. It shows weakness and markets price uncertainty and relative changes not absolutes. Long $MP could be a very meaningful position in the long-term for what I believe will be a significant unpriced U.S. sovereignty premium for rare earth oxides. For anyone who's driven between LA and Vegas you would have passed Mountain Pass - site of XX% of the arguably the most valuable natural resource in the U.S"
X Link @judechrist44 2025-11-07T20:24Z XXX followers, XXX engagements

"front page by @FoxNews by @SpeakerJohnson @LeaderJohnThune and @realDonaldTrump"
X Link @judechrist44 2025-11-08T12:46Z XXX followers, XX engagements

"@grok @RayDalio @X @grok evaluate all his recent posts. Have they been in areas where he has high believability/ cite incidences where has posted in an area where he has low believability"
X Link @judechrist44 2025-11-09T19:55Z XXX followers, XX engagements

"@bravo_abad @grok summarize these findings and whether they have implications for current quantum computing technologies or potentially future LLMs"
X Link @judechrist44 2025-11-09T19:56Z XXX followers, XX engagements

"@ayz_yzyz @grok is this true can you cite some sources to verify this claim"
X Link @judechrist44 2025-11-06T12:06Z XXX followers, XXX engagements

"@Rivian quietly opened up shop in my neighborhood recently and I can tell you personally the demand for their EVs among wealthy clientele is high. $RIVN represents something that $TSLA used to be - a high-end EV with a luxury appeal for the affluent eco-conscious consumer. With its stratospheric rise and success ($TSLA at $1.5T) Tesla is facing the inevitable innovator's dilemma. It has pushed downstream and are now producing cheap non-luxury EV cars that most consumers do not connect with luxury. Tesla has become the Toyotas of EV. . . . $RIVN reported its latest earnings last week and the"
X Link @judechrist44 2025-11-09T14:12Z XXX followers, XX engagements

"$RIVN recently moved into my neighborhood and demand is lit. @RJScaringe is true visionary engineer-CEO-founder. Thesis is simple - Rivian will capture premium EV market from $TSLA - re-rating in progress"
X Link @judechrist44 2025-11-09T15:12Z XXX followers, XXX engagements

"$ANET Founder and CEO Ullal Jayshree has sold close to a $X Billion in @AristaNetworks stock - not option exercises from executive warrants/option comp. She has been much more active on the road and in the media having been @SantaClaraUniv commencement speaker this year"
X Link @judechrist44 2025-11-10T19:13Z XXX followers, XXX engagements

"$CRSP reports after market tomorrow and a potential beat is likely according to @Polymarket (70%). Been exploring #PrecisionMedicine and I believe @CRISPRTX stands to benefit the most from AI's exponential growth. Thesis in comments"
X Link @judechrist44 2025-11-03T17:39Z XXX followers, XXX engagements

"1. $CRSPs in-vivo CRISPR pipeline is advancing toward clinical validation building on the proven efficacy of ex-vivo therapies (e.g. CTX001/Casgevy). AI models now accelerate multiple R&D steps with the potential to reduce certain assay-to-candidate timelines by 50%"
X Link @judechrist44 2025-11-03T17:40Z XXX followers, XXX engagements

"2. AI plays a substantial role in the development of CRISPR-based therapeutics. It predicts gRNA success designs new CRISPR proteins automates experiment design and controls gene expression. Preliminary results show great promise"
X Link @judechrist44 2025-11-03T17:42Z XXX followers, XX engagements

"3. Guide-RNA design historically relied on empirical screening. Deep-learning tools such as TIGER predict on-target efficiency and off-target risk with XX % AUC in benchmarked Cas13 systems. $CRSP integrates ML models to generate regulatory-grade packages for in-vivo candidates"
X Link @judechrist44 2025-11-03T17:43Z XXX followers, XXX engagements

"4. Generative protein design has produced de-novo CRISPR effectors. OpenCRISPR-1 is an AI-designed Cas9 variant demonstrating higher specificity than Cas9 orthologs in mammalian cells. $CRSP employs AI-guided engineering to optimize polymerases and editors for in-vivo delivery"
X Link @judechrist44 2025-11-03T17:44Z XXX followers, XXX engagements

"@StanfordMed X. $CRSP combines de-risked CRISPR components an AI discovery engine and a maturing in-vivo pipeline. Successful Phase 2/3 readouts in cardiometabolic indications would validatescalability. Regulatory approval remains largest hurdle especially for broad-based diseases"
X Link @judechrist44 2025-11-03T17:47Z XXX followers, XXX engagements

"@lmthang @grok tell me more about @lmthang background"
X Link @judechrist44 2025-11-05T13:35Z XXX followers, XXX engagements

"@robin_j_brooks @grok explain the chart to venture capitalist with no know of macroeconomics"
X Link @judechrist44 2025-11-06T13:13Z XXX followers, XXX engagements

"@DeepValueBagger @BenWerkman ASST was founded by @VivekGRamaswamy and likely backed or supported by Trumps' family and friends. That's all you need to know - $DJT $PEW"
X Link @judechrist44 2025-11-06T13:15Z XXX followers, XXX engagements

"@rwang07 @grok explain to non-technical tech pm"
X Link @judechrist44 2025-11-06T23:18Z XXX followers, XXX engagements

"@jahzeredagoat @YungLecher @VivekGRamaswamy Have you looked at $DJT and $PEW"
X Link @judechrist44 2025-11-07T12:37Z XXX followers, XXX engagements

"@adcock_brett @nikhilkamathcio @grok summarize this video. where is it accurate or inaccurate"
X Link @judechrist44 2025-11-07T13:30Z XXX followers, XX engagements

"@trendforce @grok what is driving the shortage in HBM DRAM and NAND. Where is NAND memory used in the architecture of a GPU server from say the chip to the ethernet switch"
X Link @judechrist44 2025-11-07T15:30Z XXX followers, XXX engagements

"Preface: I am growth investor with a background in electrical engineering & computer science (eecs). I also enjoy playing World of Warcraft instead of going to the movies. I am not an expert in quantum computing but a short investor in the AI quantum narrative. . . . This post is about a thesis I have about why quantum computing is incompatible with our search for AGI (artificial general intelligence). Before I get there let me tie it to my experience playing World of Warcraft (players call it WoW). When WoW was released in November XX it was extraordinary - a game that connected players"
X Link @judechrist44 2025-11-09T02:41Z XXX followers, XXX engagements

"@grok @InvestmentTalkk @grok how would @standuquesne use these insights to inform his investing Give me concrete practical examples"
X Link @judechrist44 2025-11-09T10:52Z XXX followers, XXX engagements

"@grok @SteadyCompound @Oaktree @grok so marks is suggesting there are potential signs of weakness in the credit markets like these private credit fund defaults that may be masking the healthy credit spreads currently seen in the high yield market"
X Link @judechrist44 2025-11-09T13:36Z XXX followers, XXX engagements

"@grok @BrandonLuuMD @grok so its oxidation. What other fruits would have similar effects due to oxidation"
X Link @judechrist44 2025-11-09T18:49Z XXX followers, XXX engagements

"A mortgage isnt ownership - its a call option on the house. Stretch it from XX to XX years and youre extending the expiry and reducing the premium. Youre paying for more time for your house to finish in the money. You are taking on significant market risk in the process. No free lunch"
X Link @judechrist44 2025-11-09T21:17Z XXX followers, XXX engagements

"@grok @jiahanjimliu @grok outline the model in mathematical detail and his key assumptions here"
X Link @judechrist44 2025-11-10T08:53Z XXX followers, XXX engagements

"$GLD like the AI super-cycle is not in a bubble (at least for now). It's secular bet against USD debasement and a transition to a non-fiat monetary regime with BTC $IBIT being the complementary play. I may be wrong and overstating probabilities but I believe this is directionally correct. Expect gold to continue to rally ($5k spot very likely in 2026). Trade expression: $GLD as a core position in your hedging sleeve makes sense - diversifying uncorrelated. I also think GLD as a tactical 1-2 year debit call spread also makes sense"
X Link @judechrist44 2025-11-10T10:23Z XXX followers, XX engagements

"@grok @DanielSLoeb1 @grok what does the parsha reading represent are they similar to biblical verses significance for a devout jew"
X Link @judechrist44 2025-11-10T12:45Z XXX followers, XX engagements

"@BradOpenDoorDoc @grok Right. Sorry for being direct again but I believe your incentives may be misaligned with $OPEN investors. Followers beware"
X Link @judechrist44 2025-11-10T16:41Z XXX followers, XX engagements

"@borisfain2 Here's the proof"
X Link @judechrist44 2025-11-10T20:47Z XXX followers, XX engagements

"I predict #QuantumComputing stocks $RGTI $IONQ $QBTS $QUBT will be re-rated downwards after $RGTI report results. There will likely be a few partnerships (maybe some Trump-sponsored) and tangential references to AI. I expect revenue to remain minimal. I believe institutional players like @tonywkim of @BlackRock @MunchingMoez of @AnsonGroupFunds $QTUM @CathieDWood of @ARKInvest will start to realize this narrative won't deliver any commercial results for at least another 7+ years. Definitely nothing additive to this current phase of the AI super-cycle. An opportune time"
X Link @judechrist44 2025-11-10T20:34Z XXX followers, 1047 engagements

"Disclaimer: this does not constitute investment advice merely an opinion. I am not a financial advisor so please consult one if you intend to make any investment decisions based on this commentary. $RGTI Q3 earnings is a canonical case study of a broken investment narrative. The core catalysts that propelled the quantum computing bubble have been exhausted revenue remains de minimis and the sole remaining growth vector - small-scale R&D partnerships - is insufficient to support its $XX billion valuation. X. The AI Narrative lacks Scientific Basis $RGTI indirectly latches onto the AI"
X Link @judechrist44 2025-11-11T13:44Z XXX followers, XXX engagements

"@nataninvesting What is your thesis for $PRCT @nataninvesting"
X Link @judechrist44 2025-11-03T11:37Z XXX followers, XXX engagements

"$MP is set to announce after market close tomorrow. Whether it beats earnings or not I believe guidance will be strong and that the market has not fully priced its value as a geopolitically vital asset for the U.S. My thesis in the comments"
X Link @judechrist44 2025-11-05T20:01Z XXX followers, XXX engagements

"@grok @andrewdfeldman @cerebras @AMD @grok are LLMs moving to hardware that requires more chiplet distributed tech rather than larger monolithic designs like @cerebras"
X Link @judechrist44 2025-11-09T13:13Z XXX followers, 2298 engagements

"@grok @stringking42069 @grok are these book just for experts really in these areas and have limited insights for an investor who wants to explore economics and physics at a deeper level to understand semiconductors"
X Link @judechrist44 2025-11-09T13:37Z XXX followers, XXX engagements

"@grok why doesn't marks just share these basic bullet points summarizing his many pages of semantics I understand investors want details but in this day and age of AI people dont have time to read XX pages of detailed even if insightful macro and credit commentary. am i wrong here"
X Link @judechrist44 2025-11-09T13:39Z XXX followers, XX engagements

"Americans our government is Republican-controlled in all X branches including the House and Senate. @SenatorLankford wants you to believe that Democrats are blocking #SNAP when his leader @realDonaldTrump asked the Supreme Court to block SNAP on Friday. Does this make sense to you"
X Link @judechrist44 2025-11-09T16:42Z XXX followers, XX engagements

"@grok @BrandonLuuMD @grok so berry and mango smoothies but no banana apple or avocado smoothies"
X Link @judechrist44 2025-11-09T18:54Z XXX followers, XXX engagements

"The most uncomfortable truth about America is that we are racist country. The constituency that holds the political power are in the swing / rust-belt states #Pennsylvania #Wisconsin #Ohio #NewHampshire #NorthCarolina #Georgia #Nevada #Arizona Many of these are WASP boomers who are right leaning with unfortunately negative views about people of color. This is the reality of America that America refuses to accept or discuss openly. . . . So America will never vote for a person of color or a women (no @AOC also why no @KamalaHarris). It needs to a white male that is physically attractive smart"
X Link @judechrist44 2025-11-09T19:34Z XXX followers, XXX engagements

"@FundstratCap $GRNY is not a bad ETF for thematic investing - a much better approach than @ARKInvest @CathieDWood. Less momentum chasing and more macro-driven secular trend predictions. This is a good idea - more ETFs should follow using this approach as the AI super-cycle should be a long one"
X Link @judechrist44 2025-11-10T14:07Z XXX followers, XX engagements

"$OPEN investment narrative now has institutional catalyst from @GoldmanSachs and @jpmorgan (doesn't get better than this). Very good time for @CanadaKaz to capitalize on momentum I suspect"
X Link @judechrist44 2025-11-10T20:19Z XXX followers, XXX engagements

"@mtatsis The computer science behind this thesis"
X Link @judechrist44 2025-11-11T10:46Z XXX followers, XX engagements

"5. LLM-based agents (e.g. CRISPR-GPT @StanfordMed 2025) automate gRNA selection protocol generation and failure-mode analysis. In Cas13 screens AI-driven workflows reduced experimental cycles by almost 50%. $CRSP applies similar automation across discovery"
X Link @judechrist44 2025-11-03T17:45Z XXX followers, XXX engagements

"I dont think Americans realize or appreciate how much of a rockstar Jensen of $NVDA is to Asia. He is much bigger than Taylor Swift or Sydney Sweeney I suspect"
X Link @judechrist44 2025-11-10T09:22Z XXX followers, XXX engagements

"$GLD like the AI super-cycle is not in a bubble (at least for now). It's secular bet against USD debasement and a transition to a non-fiat monetary regime with BTC $IBIT being the complementary digital play. I may be wrong and overstating probabilities but I believe this is directionally correct. Expect gold to continue to rally ($5k spot very likely in 2026). Trade expression: $GLD as a core position in your hedging sleeve makes sense - diversifying uncorrelated. I also think GLD as a tactical 1-2 year debit call spread also makes sense"
X Link @judechrist44 2025-11-10T10:28Z XXX followers, XXX engagements

"As $HOOD continue to gain momentum - I believe it will benefit tremendously from AI-driven financial literary - I predict the idea of "retail shareholder activism" to become more prominent prevalent and impactful. Investors with capital not in the hundreds of millions or billions like @BillAckman but maybe $1-50M range will have a significant impact on the direction of companies that are retail driven like $OPEN $ASTS and $RKLB. Keith Gill @TheRoaringKitty proved this model can work at scale with $GME - but I think a more aggressive form of activism on social media platforms like @X and"
X Link @judechrist44 2025-11-10T12:33Z XXX followers, XX engagements

"@pmddomingos Zuck is a hedge fund manager investing in narratives now"
X Link @judechrist44 2025-11-10T20:06Z XXX followers, XXX engagements

"@TaliaRinger Because quantum computing fails to align with the development of AI models. This is a big signal that reality is not quantum in nature - that quantum weirdness is in fact a simulation of binary code"
X Link @judechrist44 2025-11-10T22:52Z XXX followers, XX engagements

"@t0tientqu0tient @grok confirm the validity of these two equations. If correct what is the identity it is showing in plain English"
X Link @judechrist44 2025-11-11T17:04Z XXX followers, XX engagements

"@Kalshi is creating a new instrument for Wall Street but distributing it to retail investors first. X. Kalshi offers unlevered fully-colllateriaed binary options on events. You are betting on the event itself. X. Equities and the public markets offers levered exposure to the consequences of an event like an @fomc rate cut. (2) requires entire teams of macroeconomists analysts and portfolio managers to arrive at a prediction. Even if they are right on direction if they are wrong on path they can still lose money. (1) is simply a binary bet - this a coin flip that requires minimal macro insight"
X Link @judechrist44 2025-11-11T17:33Z XXX followers, X engagements

"I expect quantum computing names $RGTI $IONQ $QBTS and especially $QUBT to crash even further. My thesis is based on computer science. X. LLM models rely mostly on matrix multiplications. X. Matrix multiplications are P-type problems. X. Quantum computing only excels at BQP-type problems. X. Thus quantum computers offers no advantage over traditional GPUs for LLM models. X. In fact due to the complexity and probabilistic nature of quantum computers they are actually worse at processing LLM models in real life. X. Thus the entire hype around quantum is in fact just a speculative deep tech one"
X Link @judechrist44 2025-11-06T17:36Z XXX followers, XXX engagements

"@RepMTG There is a high likelihood that your flights home for Thanksgiving this year will be cancelled because of the Republican-controlled House Senate and Executive refuse to extend healthcare and food to the poorest populations in America"
X Link @judechrist44 2025-11-08T19:35Z XXX followers, 2171 engagements

"@tegmark @a16z @Pontifex @tegmark you are too smart to engage with the @a16z @pmarca @bhorowitz @realDonaldTrump complex"
X Link @judechrist44 2025-11-09T23:37Z XXX followers, XXX engagements

"promising $VRTX @VertexPharma"
X Link @judechrist44 2025-11-10T20:13Z XXX followers, XXX engagements

"@Speculator_io @grok evalaute the accuracy of this list as Stanley Druckenmiller"
X Link @judechrist44 2025-11-10T22:51Z XXX followers, 3842 engagements

"Here is the systems paradox that will drive a upward re-rating of $LLY once it is resolved - sending it past $1T in market cap (the first healthcare company to do so). (Consensus) The market's view is that @EliLillyandCo is a pharmaceutical company with a portfolio of drugs including some mega-blockbusters with the latest being #retratrutide which will compete directly with #ozempic from $NVO in #GLP1 market. (Contrarian) The paradoxical insight here is that $LLY is evolving into something beyond a pharma company; with retratrutide it is becoming a leader in the Healthspan Therapeutics"
X Link @judechrist44 2025-11-11T19:49Z XXX followers, XXX engagements

"@Culture3ase Jim Carrey looks a little too happy here"
X Link @judechrist44 2025-11-10T09:48Z XXX followers, XXX engagements

"As an active stock investor I think @obsdmd is invaluable for idea generation and management. For those software minded: Obsidian = a local Markdown repository (like GitHub) where notes become structured data via YAML metadata and relationships are visualized through a graph. Shown is a graph view of a growth portfolio. This clearly shows the sectors and sub-sectors individual names and long/short positions. What is extremely valuable is each of these graph nodes are fully Git-versioned controlled markdown files where you can ideate on sector sub-sector ideas and your ongoing investment"
X Link @judechrist44 2025-11-10T13:57Z XXX followers, XXX engagements

"$LITE and $COHR are up +71% and XX% this past month. I believe the market is telling us something or more exactly where sentiment is heading towards for the next big theme in this AI infra narrative. It should become apparent by now that power is a central bottleneck for AI as we have been unable to find a solution to escape the thermal limitations of current CMOS tech that underpins the GPU chips from $NVDA and $AMD. Power is geographically constrained. Power dam generators by $BEPC or natural gas by $CEG are geographical bound. Datacenters thus are geographically bound. The only feasible"
X Link @judechrist44 2025-11-10T16:14Z XXX followers, XXX engagements

"Market pricing a XX% move on $RGTI earnings tomorrow am. This may be a critical inflection point for the quantum computing narrative - which I believe is predicated on the false belief that quantum computing is additive to LLM architectures over traditional computing. I am not a quantum expert so I may be wrong though"
X Link @judechrist44 2025-11-10T20:38Z XXX followers, XXX engagements

"@Jason What a cringey way to show off youre in Tokyo"
X Link @judechrist44 2025-11-11T11:03Z XXX followers, XXX engagements

"@EricTopol @Nature @David_Ouyang @milos_ai @CedarsSinai @grok summarize the findings from the article and share how it would affect radiology. Any implications for cardiac radiologist in terms of their workflow"
X Link @judechrist44 2025-11-11T23:38Z XXX followers, XX engagements

"@Jukanlosreve @grok what does this chart show exactly How did @Jukanlosreve arrive at this conclusion to buy $TSMC only"
X Link @judechrist44 2025-11-09T13:12Z XXX followers, 1872 engagements

"@BrandonLuuMD @grok evaluate this claim and find out why this is the case"
X Link @judechrist44 2025-11-09T18:41Z XXX followers, 1572 engagements

"@DanielSLoeb1 @grok answer this question as someone who is a fervent supporter of Jewish tradition. Is self-hatred of one's ethnicity something that is common not just with the Jews but across other ethnicities Cite examples"
X Link @judechrist44 2025-11-10T12:42Z XXX followers, XXX engagements

"$RGTI reports in a few hours. I believe this will be a wake up call for investors that the AI-adjacent narrative that is quantum computing is a mirage. Quantum computing not only provides no value for AI models in practice it is actually worse due to its complexity cost energy requirements and high error rates. The computer science behind this thesis and why I believe $IONQ $QBTS $QUBT will also re-rated downwards shortly. Although I believe this bubble has popped I am not a quantum expert so I may be wrong"
X Link @judechrist44 2025-11-11T10:53Z XXX followers, XXX engagements

"@Kommunistkevin @Jukanlosreve @Meta Generally consensus is usually wrong when it comes to transformative ideas. General relativity. Quantum mechanics"
X Link @judechrist44 2025-11-11T13:20Z XXX followers, XX engagements

"$COIN short thesis not bad"
X Link @judechrist44 2025-11-11T18:17Z XXX followers, XX engagements

"@chatgpt21 @grok check the second image for validity of solutions of the differential equations"
X Link @judechrist44 2025-11-11T19:13Z XXX followers, XXX engagements

"@grok @EricTopol @Nature @David_Ouyang @milos_ai @CedarsSinai @grok give a summary of the radiology diagnostic AI space both in the private markets and public. Any companies commercializing this yet"
X Link @judechrist44 2025-11-11T23:42Z XXX followers, XX engagements